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Tutorials

These walkthroughs take you from nothing to a working Matilda instance with a qualified lead in your inbox. Each one builds on the last, but they can also be followed on their own. Realtors who only need the Mac app can go straight to Install the Matilda Worker.

TutorialTimeWhat you will have at the end
Quickstart10 minMatilda running locally, dashboard sign-in, a web chat conversation
Connect iMessage20 minReal texts flowing from a Mac into Matilda and replies going back
Your first qualified lead10 minA lead promoted to qualified, a lead sheet, and a handoff email
Sync with Follow Up Boss15 minMatilda enriching and staging your CRM contacts
Install the Matilda Worker5 minThe Mac app connected with your Follow Up Boss login and syncing a conversation

Looking for reference material instead? The User Guide covers every screen and the Developers section covers configuration and APIs.